Small Output, Big Outcome

Published by Wade Bedard on Oct 25, 2018

As Halloween approaches and little ones begin dreaming about the baskets full of candy bars and chips that they will soon accumulate, I found myself thinking back on the times I used to ‘trick or treat’... Continue reading

Why Plan at All?

Published by Peter B Fraser on Sep 26, 2018

Is one approach to the future.   The future of course, is coming whether you plan for it or not. And while we can’t cover every contingency, will you have the financial future you want? Or the future ... Continue reading

A timely real life example

Published by Peter B Fraser on Sep 12, 2018

It’s not unusual to find out interesting things about famous people, especially after they die. Astonishingly, related to Aretha Franklin, it is reported that the pop diva died without a will. Referred... Continue reading

The Big Mac turns 50!

Published by Peter B Fraser on Aug 24, 2018

So we Threw a Party. Last Thursday, the planets aligned and the staff and their spouses and kids (and kid’s kids) just happened to be able to get together for a never-before summer family lunch. And who... Continue reading

Summer: Grab All You Can!

Published by Peter B Fraser on Jul 25, 2018

I have been contemplating what to say in this blog. By default, we tend to circle around the usual type of financial topics, hoping to offer some direction or opinion on products or planning that helps... Continue reading

What I Learned Buying My First House

Published by Wade Bedard on Jun 25, 2018

What I Learned Buying My First House by Wade Bedard After almost three years of searching for the perfect home, my wife and I recently went through the experience of buying our first house. I thought ... Continue reading

Banking and Borrowing. An Advisor's take.

Published by Peter Fraser on Jun 01, 2018

When I think of these, sometimes my first reaction isn’t always a positive one. I get a funny feeling in my stomach. Maybe you’re the same way? Yet, in life we all must use banks. And like Willie Sutton... Continue reading

Millionaire in the Making

Published by Wade Bedard on May 25, 2018

My son currently has one interest in life: different methods of transportation. He is 2 years old in August and completely amazed by the various wheeled ways we humans get around in.  Whether it is taking... Continue reading

How to Stay on Track for Retirement

Published by Peter B Fraser on May 25, 2018

Whether you’re planning to leave the workforce in five, 10, or even 30 years, it’s vital to stay on top of your retirement plan. Statistics Canada found that since the 1970s, the number of Canadians with... Continue reading

3 Investment tips for Millennials

Published by Peter B Fraser on Mar 21, 2018

Let’s be honest, investing isn’t always easy – at least it doesn’t always seem that way. With so many different options available on the market (from mutual funds to stocks), choosing the best strategy... Continue reading